Since leaving my law practice to join Gresham Partners, like many advisors, I am often asked for referrals to estate planning attorneys and for assistance in evaluating them. This is a fairly complicated request and there are many variables to...
Decision highlights just how easy it is to become a “covered expatriate”
Too many people focus on their current financial circumstances and don’t think about the future until it’s too late...
An advisor’s firsthand account of what it feels like to lose a dear client in the worst possible sense—death—and then watch their family abandon over a decade’s worth of thoughtful financial work by choosing another advisor thereafter.
It’s looking increasingly likely that recently deceased music icon Prince died without a will or other testamentary documents in place...
Regardless of whether Prince had a will, it’s probable that the value of Prince’s estate will be subject to substantial scrutiny and challenge.
The vexing valuation and potential loss of his name and likeness
Surviving spouse deemed transferor for gift tax and GST purposes
